Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US CAPITAL WEALTH ADVISORS LLC | SHS | 651 | $7,087,934 | 81,330 | 0.00 | 0.00 | -11,395 | -12.29 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 652 | $7,086,254 | 81,311 | 0.00 | 81,311 | +Inf | 03-31-2024 | |
TRH FINANCIAL LLC | SHS | 653 | $7,261,000 | 80,905 | 2.44 | 2.56 | 2,263 | 2.88 | 06-30-2022 |
BBVA USA | SHS | 654 | $10,076,000 | 80,385 | 0.59 | 0.55 | 873 | 1.10 | 09-30-2021 |